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The Performance Review feature helps you create comprehensive, evidence-backed performance review documents. Select your achievements, add context, and generate polished reviews ready for submission or discussion.

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When to Use It

Use Performance Review when you:
  • Are preparing for an annual or quarterly review
  • Need to document your accomplishments for HR
  • Want talking points for a review conversation
  • Are updating your development plan

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How It Works

1
Select Review Period
2
Choose the time frame for your review:
3
  • Last quarter
  • Last 6 months
  • Last year
  • Custom date range
    • 4
    Select Achievements
    5
    Choose relevant achievements from your evidence base. The AI uses these to build your review with concrete examples.
    6
    Select achievements that align with your goals and performance criteria. Focus on impact and outcomes.
    7
    Add Context
    8
    Provide additional context:
    9
  • Goals for the period
  • Challenges faced
  • Development activities
  • Any other relevant information
    • 10
    Generate
    11
    Click Generate to create your performance review. The AI produces a comprehensive document including:
    12
  • Executive summary
  • Key accomplishments with evidence
  • Goals progress
  • Skills development
  • Areas for growth
  • Goals for next period
    • 13
    Export
    14
    View and export your review in multiple formats:
    15
    FormatBest ForFormal ReviewHR submission or official documentationTalking PointsIn-person review meetingsSummary EmailQuick update to your manager

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    Tips for Best Results

    1. Keep achievements updated — Log accomplishments as they happen
    2. Align with goals — Reference your goals from the review period
    3. Include metrics — Quantified impact strengthens your review
    4. Be honest about growth areas — Self-awareness is valued
    5. Review before submitting — Personalize the AI-generated content

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    Example Use Case

    Scenario: Annual performance review for a Key Account Manager.
    1. Select Last Year as the review period
    2. Choose 10 achievements showing revenue impact, client success, and leadership
    3. Add context about a major account transition and your development goals
    4. Generate the performance review
    5. Export as Formal Review for HR
    6. Export as Talking Points for your review meeting
    Last modified on May 4, 2026